Planning 4 Retirement
Scott Nelson, a licensed Fiduciary, takes on all topics regarding retirement.
Episodes
April 18, 2024 • 20 mins
Scott Nelson, Elyse Azares and Julie Nelson are discussing the importance of budgeting and reducing debt to help your build your financial security.
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April 1, 2024 • 28 mins
Elyse and Scott have Zencock Bishop, an estate law attorney, on the show to discuss benefits from a properly planned estate.
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March 15, 2024 • 26 mins
Scott and Elyse are joined by Alecia Barnette from Financial Independence Group to discuss long term care and how to protect your retirement assets in the event of a family member needed specialized care.
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February 29, 2024 • 19 mins
Scott Nelson has David McKnight, A New York Times best selling author on the show to to discuss the up coming tax burdens that will need to be addressed.
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February 27, 2024 • 18 mins
Laurie Mattinson a seasoned travel agent from Skyhawk Travel joins the show to discuss travel in your retirement years. www.skyhawk.travel
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January 11, 2024 • 36 mins
Scott Nelson and Elyse Azares have Allison Olsen from Loans Can Be Fun on the show to discuss using reverse mortgages as a tool in your retirement plan.
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January 4, 2024 • 30 mins
Scott Nelson and Elyse Azares discuss Social Security
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January 4, 2024 • 7 mins
Scott Nelson and Elyse Azares discuss being scam Savvy.
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January 4, 2024 • 6 mins
Scott Nelson and Elyse Azares talk about Required Minimum Distributions and Qualified Charitable Distribution
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January 4, 2024 • 19 mins
Scott Nelson and Elyse Azares discuss the basics of Medicare.
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December 22, 2023 • 18 mins
Scott Nelson and Elyse Azares discuss What is an Advisor? Do you need one? What makes a good advisor and more.
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